Alan Zhang
Private Banker, RBC Royal Bank
Your Complete Wealth Management Solution
International Private Banking provides a comprehensive and secure wealth management solution created to help you preserve and build your wealth, manage your assets and achieve your personal financial goals. Backed by Royal Bank of Canada (which operates globally under the brand name RBC) Alan is able to support her clients with the strength and stability of Canada's largest financial institution, one of North America's leading financial services companies and one of the top financial institutions in the world.
Thanks to the combination of our industry-leading professionals and fully integrated wealth management service offering, Alan can help simplify your banking and give you more control over your financial future.
You are invited to experience the numerous benefits of working with Alan and discover how you can use RBC's unique combination of global expertise and local knowledge to your advantage.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.